Hemington Wealth Management Portfolio Holdings
Hemington Wealth Management
- $645 Million
- Q1 2025
Hemington Wealth Management has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $645 Million distributed in 1742 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $99.8M, Dimensional ETF Tr with a value of $85.9M, Dimensional ETF Tr with a value of $44.4M, Vanguard Total Stock Market Et with a value of $43.9M, and Apple Inc. with a value of $33.2M.
Examining the 13F form we can see an increase of $247M in the current position value, from $398M to 645M.
Below you can find more details about Hemington Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$645 Million
ETFs: $473 Million
Technology: $48.6 Million
Healthcare: $14.3 Million
Financial Services: $13.8 Million
Consumer Cyclical: $9.88 Million
Industrials: $7.85 Million
Communication Services: $6.33 Million
Consumer Defensive: $4.05 Million
Other: $7.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,742
- Current Value $645 Million
- Prior Value $398 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 31 stocks
- Additional Purchases 1,083 stocks
- Sold out of 0 stocks
- Reduced holdings in 366 stocks